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Announcements

Get started with QuickBooks

We're here to help you get set up, do things efficiently, and keep your books running smoothly.

It's moving day

Moving up from tracking everything in a spreadsheet or another product? Here's where to start.

Common questions about importing data to QuickBooks Online

We've assembled some frequently asked questions about importing data to QuickBooks Online.

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Move your Quicken data to QuickBooks Online

Quicken is a third-party program for personal accounting and budgeting. If you're switching from Quicken to QuickBooks...

Learn more

Get help with year-end activities

Our Year end made easier helps you with activities like printing W-2s, processing taxes, finding forms and much more.

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Get Started with QuickBooks Online

Here's a few simple steps to get our most essential, time-saving features set up.

  1. Watch our overview of QuickBooks Online (~3 min)
  2. Customize your invoices so you can bill customers: learn more
  3. Connect your business bank & credit card accounts so your transactions come in to QuickBooks: learn more
  4. Set up automatic sales tax tracking if you sell taxable items: learn more
  5. Learn how to enter, attach, and track expense receipts and bills you capture with your phone or email: learn more
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Get started with other QuickBooks products

Getting Started with QuickBooks Desktop

  1. Download & install QuickBooks Desktop: follow steps or see how
  2. Add customers and vendors: follow steps
  3. Connect bank feeds: follow steps
  4. Set up the items you buy & sell: follow steps
  5. Enter opening balances for accounts: follow steps
  6. Set up sales tax: follow steps

Getting Started with QuickBooks Time

  1. QuickBooks Time Overview: follow steps
  2. QuickBooks Online + QuickBooks Time: see how
  3. QuickBooks Desktop + QuickBooks Time: follow steps
  4. QuickBooks Online Payroll + QuickBooks Time: follow steps

Getting Started with Payments

  1. Watch an overview of how payments works (~2 min)
  2. Sign-up for payments: follow steps
  3. Take & process payments: follow steps or see how

Getting Started with QuickBooks Payroll

  1. Gather all information to setup payroll: follow steps
  2. Set up payroll: QuickBooks Online Payroll & QuickBooks Desktop Payroll
  3. Run Payroll: QuickBooks Online Payroll & QuickBooks Desktop Payroll

Trusted experts. Guaranteed accurate books.

Get matched with an online bookkeeper who understands your business. They'll manage and maintain your books with guaranteed accuracy.

Learn more

See more getting started videos

Watch step-by-step videos to learn your way around QuickBooks Online.

How to add products & services to QuickBooks Online (3:05)

By QuickBooks 33 Cheers

How to add customers to QuickBooks Online (3:05)

By QuickBooks 33 Cheers

How to add vendors to QuickBooks Online (2:20)

By QuickBooks 33 Cheers
View all video tutorials
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Payments made easy

Payments made easy

Let customers pay online directly through your invoices with QuickBooks Payments.

Get started

Grow your team with QuickBooks Payroll

Grow your team with QuickBooks Payroll

Access HR and benefits-including health benefits, 401(k) plans, and workers' comp.** Manage everything right from your payroll account.

Explore Payroll

Need to get in touch?

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